Jay Malick Email & Phone Number
Personal Finance Book Author: "Achieve Wealth and Happiness: Proven Strategies for Success" @ Squibler AI
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Jay Malick Location
- Charlotte, NC, US
Jay Malick Work
- Financial Advisor @ Imprimis Financial, affiliated with MassMutual (September 2025 - Present)
- Advisor and Lecturer @ (December 2022 - Present)
- Personal Finance Book Author: "Achieve Wealth and Happiness: Proven Strategies for Success" @ (December 2022 - Present)
- Managing Director, Wealth Management Business Controls (Assignment during COVID) @ (January 2020 - December 2022)
- Managing Director, Investment Solutions Group - Bank of America Private Bank | Merrill @ (June 2007 - January 2020)
- Head of Product Development and Sub-Advisory Relationship Mgt - Columbia Threadneedle Investments @ (June 1998 - June 2007)
- BNY Hamilton Mutual Funds Leader @ (January 1989 - January 1996)
Jay Malick Education
- NYU Stern School of Business
Master of Business Administration - MBA (Finance, International Business)
- University of Delaware
Bachelor of Science - BS (Economics)
Jay Malick Skills
- Alternative Investment Strategies
- Alternative Investments
- Asset Allocation
- Asset Management
- Banking
- Brokerage
- Business Development & Distribution Strategy
- Capital Markets
- Change Management
- College Savings Plans
- Consulting
- Customer Service
- ESG & Sustainable Investing
- ETFs
- Educational Leadership
- Equities
- FinTech & Digital Innovation
- Finance
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Services
- Financial Structuring
- Fixed Income
- Hedge Funds
- Insurance
- Investment Advisory
- Investment Advisory Services
- Investment Solutions
- Investment Strategies
- Investments
- Leadership
- Leadership Development
- Limited Partnerships
- Management
- Managing Accounts
- Mergers & Acquisitions (M&A)
- Multi-Asset Strategies
- Mutual Funds
- Performance Motivation
- Platform Development
- Portfolio Management
- Private Equity
- Private Placements
- Product Development
- Product Strategy & Development
- Real Estate
- Securities
- Securities Regulation
- Separately Managed Accounts
- Series 7
- Strategy
- Team Management
- Wealth Management
- Wealth Management Services
- Wealth Preservation Planning
Jay Malick Summary
- Jay Malick, based in Charlotte, NC, US, is currently a Personal Finance Book Author: "Achieve Wealth and Happiness: Proven Strategies for Success" at Author. Jay Malick brings experience from previous roles at Imprimis Financial, affiliated with MassMutual, Lecturer - Economics | Finance and Bank of America Merrill Lynch. Jay Malick holds a Master of Business Administration - MBA in Finance, International Business @ NYU Stern School of Business. With a robust skill set that includes Alternative Investment Strategies, Alternative Investments, Asset Allocation, Asset Management, Banking and more. Jay Malick has 2 emails and 1 mobile phone numbers on RocketReach.
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